Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Joseph Burger is a financial advisor at Fidelity Personal and Workplace Advisors in Smithfield, RI. Kurt is a registered representative with 34 years of experience in the financial services industry. Kurt has Series 7, Series 55, and SIE licenses and has passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Kurt has previously worked at UBS Securities LLC, BNY ConvergEx Execution Solutions LLC, B-Trade Services LLC, Instinet, LLC, Instinet Corporation, Prudential Securities Incorporated, Mayer & Schweitzer, Inc., First Manhattan Co, and Advest, Inc. Kurt is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
RI
04/07/2020 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
NY
05/06/2010 - 04/18/2011
UBS SECURITIES LLC (NEW YORK NY)
NY
01/22/2007 - 04/09/2010
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
NY
06/01/2005 - 01/23/2007
B-TRADE SERVICES LLC (NEW YORK NY)
NY
08/01/2000 - 11/29/2004
INSTINET, LLC (NEW YORK NY)
NY
09/14/1996 - 08/01/2000
INSTINET CORPORATION (NEW YORK NY)
NY
10/16/1993 - 03/11/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
04/29/1993 - 08/20/1993
MAYER & SCHWEITZER, INC. (STAMFORD CT)
NY
10/03/1990 - 02/24/1993
FIRST MANHATTAN CO (NEW YORK NY)
CT
04/29/1987 - 10/05/1990
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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